Microsoft Money 99 Fast and Easy Book

Introduction
Part I: Getting Started with Money 99
Chapter 1: Getting to Know Money 99
Starting Money 99
Using the Navigation Bar
Finding the Help You Need
Backing Up and Restoring Files
Backing Up Your Files
Restoring Files
Shutting Down Money 99
Chapter 2: Setting Up Accounts
Meeting the New Account Wizard
Creating Checking, Savings, and Credit Card Accounts
Using Account Manager
Entering Account Details
Modifying Existing Accounts
Deleting An Account
Chapter 3: Handling and Recording Transactions
Working with an Account Register
Entering Transactions
Editing and Deleting Transactions
Moving Transactions to Other Accounts
Chapter 4: Setting Up Other Accounts and Printing Registers
Setting Up a Loan Account
Working with Cash Accounts
Printing a Register
Chapter 5: Balancing or Reconciling and Account
Learning Balancing Basics
Fixing Problems with Reconciling Accounts
Automatically Balancing an Account
Chapter 6: Setting Up Categories for Income and Spending
Categorizing Income and Expenses
Setting Up Split Transactions
Creating New Categories
Creating New Subcategories
Defining and Creating Classifications
Deciding on Classifications
Creating Classes and Subclasses
Moving Transactions to Other Categories
Deleting or Renaming Categories and Classifications
Deleting a Category or Subcategory
Deleting a Classification
Renaming a Category or Subcategory
Renaming a Classification
Part I Review Questions
Part II: Managing Your Money
Chapter 7: Planning with Budget Planner
Meeting the Budget Planner
Identifying Your Income
Adding An Income Category to Your Budget
Scheduling Income Deposits
Setting Your Savings Goals
Setting Long-term Savings Objectives
Establishing an Occasional Expense Fund
Identifying Your Debt
Identifying the Bills You Need to Pay
Viewing Monthly and Annual Summaries and a Budget Forecast
Chapter 8: Using the Debt Reduction Planner
Creating a Debt Reduction Plan
Getting Started
Adding a New Debt Account to the Plan
Defining a Plan Based on a Monthly Amount
Defining a Plan Based on a Specific Date
Making a One-Time Payment Toward Reducing Your Debt
Viewing Your Plan
Editing a Transaction
Making Changes to an Existing Debt Account
Delaying a Payment on the Debt Reduction Plan
Chapter 9: Getting Your Bills Paid On Time
Scheduling Payments and Deposits in the Register
Recording Scheduled Payments and Deposits in the Register
View Recently Paid Bills and Deposits
Scheduling Automatic Deposits and Payments
Getting and Paying E-Bills
Chapter 10: Using Money's Reports and Charts To Keep Score
Exploring the Report & Chart Gallery
Learning about Types of Reports and Date Ranges
Using the Magnifying Glass Pointer
Looking at What I Have: Assets
Seeing What I Owe: Liabilities
Analyzing Your Investments
Considering Taxes
Customizing Reports and Charts
Putting Charts and Reports on Paper
Chapter 11: Working with Money to Prepare for Tax Time
Setting Up Categories for Tax Purposes-Standard Categories
Setting Up Nonstandard Categories
Using the Tax-Related Transactions Report
Exporting Tax Data to Your Tax Software Program
Part II Review Questions
Part III: Going Online With Money 99
Chapter 12: Preparing to Go Online
Seeing What Money Has to Offer Online
Using Online Financial Services Manager
Setting Up and Connecting Online
Chapter 13: Doing Your Banking Online
Connecting to Your Bank Online
Viewing Statements
Transferring Funds From One Account to Another
Chapter 14: Paying Your Bills Online
Figuring Out Types of Electronic Payments
Recording and Sending Online Bill Payments
Checking on Payments in Progress
Stopping a Payment
Chapter 15: Managing Investments Online
Finding Ticker Symbols
Obtaining Stock and Mutual Fund Quotes
Researching Stocks and Mutual Funds
Part III Review Questions
Part IV: Planning Your Financial Future
Chapter 16: Working with the Lifetime Planner
Getting Ready to Create a Lifetime Plan
Creating a Lifetime Plan Session
Reviewing and Updating Your Lifetime Plan
Experimenting with "What If?" Scenarios
Chapter 17: Making Financial Decisions with Decision Center
Learning How Decision Center Works with Lifetime Planner
Using the Decision Center Tools
Using the Important Records Organizer
Using the Debt Consolidation Calculator
Using the Tax Deduction Finder
Figuring Your Retirement Expenses
Working with the Decision Center Worksheets
Using the Home Inventory Worksheet
Using the Home Worksheet
Using the Loan Worksheet
Using the Tax Worksheet
Calling on Decision Center's Web Site
Using Decision Center to Find Resources on the Internet
Updating Decision Center Articles
Chapter 18: Investing with Microsoft Investor
Learning the Difference between the Investments Area and Microsoft Investor
Using Microsoft Investor
Activating Your Free Trial Subscription
Downloading the Software
Tracking Existing Investments with Portfolio Manager
Setting Up a New Account and Linking Investor to Your Money file
Updating Account Activity
Reviewing Account Details
Getting Market Reports and Updates
Getting Investment Advice and Insight
Observing Case Studies with the Strategy Lab
Chatting Live with Other Investors
Researching Potential Investments
Researching Stocks and Funds
Using the Investment Finder
Chapter 19: Finding Out About Advisor FYI and Advisor FYI Alerts
Understanding Advisor FYI Alerts
Customizing Advisor FYI
Viewing a Monthly Summary of FYI Alerts
Using Microsoft Investor's Advisor FYI
Viewing Advisor FYI Alerts in the Portfolio Manager
Researching Stocks and Funds with Investor's Advisor FYI
Customizing Investor's Advisor FYI Alerts
Part IV Review Questions
Appendixes
Appendix A: Installing Money 99
Installing Money 99
Taking a Tour Around the Money 99 Landscape
Appendix B: Ordering and Printing Checks
Ordering Checks
Setting Up Your Printer
Printing Checks
Troubleshooting Check Printing Problems
Printing Alignment Problems
Glossary
Index